finPOWER Connect - 4.00.02 - released 27 June 2023

Countries

• Added Country support for Samoa
• Added Country support for Tonga
  

Quick Search 2

• Now supports hashtags in record Notes
  

Clients

• Added new "Hardship" status
• Politically Exposed Person (PEP) Status and Date added
• Client Image now supports MP4 video
  

Accounts

• Deposit Accounts now record audit information on Interest Transactions when Closing Account
• Deposit Interest Transaction Reversal
• Withholding Tax Type on reversed Transaction may be incorrectly set to Null
• Payment Transfer
• Date Cleared is now transferred to the new Account
• Added new properties to Account Payment to enhance scripting
  

Account Minimum Payment Change

• Now supports scripting
• Cancel now supports scripting
  

Account Monitor Category Change

• New option to audit changes
• Cancel now supports scripting
  

Interest Payouts

• Added Activity Log audit record
• Option added to automatically send Bank Transaction via Zepto

Account Processes

• Was closing Loan accounts instead of setting to Closed (Pending)

Secured Party Groups

• Code increased from 5 to 10 characters

Phone Number Validation

• Added validation logic for Fiji, Papua New Guinea
• Enhanced validation logic for Australia and New Zealand

Documents

• Added "File Category" for Document Manager files
• Updated to implement File Category
• Account Letter
• Client Letter

Document Manager

• File Categories
• New option to define standard File Categories via Information Lists
• Various changes to improve interface with regards File Categories
• E.g. to move Files between Categories

Workflows

• "Allocate to User" Item Type now support clearing the current User

Task Manager

• New Global Settings to hide system folders and disable folder counts
• Task Manager 2
• New "Bookmarked" and "Recently Records" system folders
• Folders can now define a 'Summary Page (version 2)' Script to produce the item summary
• New "Quick Search" folder type to show a saved search
• Monitored Accounts folders can now be configured to allow Monitor Category to be updated for multiple selected Accounts

Compliance Reporting

• Added Compliance sub-menu under Processes menu
• Includes
• Configuration Security Report
• PCI DSS Compliance Report
• NZ AML Report
• PCI DSS Compliance Report
• Updated to version 4.0
• NZ AML Report
• Elements; "Include as revenue in AML Reporting?" option added

Australian Annual Investment Income Report (AIIR)

• Updated to version 13.0.3

Credit Bureaus

• Populate new Politically Exposed Person (PEP) Business Layer properties
• Centrix
• Biometric Verification
• Enhanced Name handling logic
• Identification Image and Liveness video download now supported
• New option to add or update the Client Image
• Identification document images are now resized and converted to JPG format
• Equifax NZ
• Consumer Enquiry
• Added support for One Score, including Key Contributing Factors block

Bank Account Enquiries

• Completed Bank Account Enquiries now set a Log Action Date

Bank Interface

• Zepto (formerly Split Payments) Australia
• Added Channel to Make Payment request

Electronic Signatures

• Secured Signing
• New Alerts
• New Status Columns for ID Verification
• Added button to open the ID Verification report

PPSR Interface Add-On

• Simplified version now available for all Countries

User Logs

• Can now be "Repeated" on a specified cycle

HTML Widgets

• (Limited) Record Bookmarking implemented
• New Widgets
• Product Type Edit
• Secured Party Group Edit
• Log Edit form. Previously this was a customer form, but has been rebuilt as an HTML Widget
• Account Related Security Statements HTML Widget
• Workflow Item Bank Account Enquiry Review HTML Widget
• Annual AML/CFT Report
• Updated Widgets
• New Client Widgets
• Identification now supports paste Name and Date of Birth
• Account Schedule
• "Overdue" column now added as default for Loan Accounts
• Process Direct Debit Payments wizard
• Value can now be updated
• Account Refinancing
• Full Refinancing is now handled by the Account Close and New Account HTML Widgets
• External Party Edit
• "Show only related Accounts when selecting Disbursement, Commission and Securitisation Accounts?" Global Setting is now respected
• Centrix Individual Credit Enquiry
• Now supports Biometric Verifications
• InfoAgent Security Enquiry
• Previous Report option now available
• Override Forms
• Account Transaction Edit Reference and Notes form can now be overridden with a Widget
• Account Restructure wizard can now be overridden with a Widget
• Controls
• New widget.Minimise() method
• New widget.UI.Button control
• widget.UI.DocumentManagerComboBox now has Buttons and ButtonsDefine methods
• widget.UI.DateTimeZone control has new .ValueSetNow() method to set value to current date and time
• widget.UI.InformationListComboBox; New method SetLogOutcomeComboFromSectionedInformationList()
• widget.js; JavaScript Polyfil functionality required for Internet Explorer has been removed

Excel

• Numbers are no longer parsed when loading a CSV file
• GetString returns unexpected exponential value when a large number stored in Cell
• Added Get and Set functions for Long values

Scripting

• Go To Definition functionality extended
• Snippets
• Various enhancements, including
• Alternate folder location can now be defined
• Sub-folders now supported
• Support for Template Text
• New option to create a snippet directly from Code or Template Text
• Filter text is now highlighted in code

Service Logs

• Information stored in Service Logs enhanced to better track versions for some Services
• APLYiD
• InfoAgent
• NZ Government
• RealAML
• Secured Signing

Auditing

• Licence changes are now audited
• Auditing of Pools added

Webview 2

• Windows Update for WebView2 (Runtime version 114) causes Task Manager 2 to hang